Oarsman Capital’s iShares Select Dividend ETF DVY Stock Holding History

Oarsman Capital’s Portfolio DVY Stock Details DVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-100	Closed	-$13.1K	–	410
2024 Q4	$13.1K	Hold	100	–	–	﹤0.01%	659
2024 Q3	$13.5K	Buy	+100	New	+$12.9K	﹤0.01%	659

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Oarsman Capital's DVY Position: Q1 2025 in Review

Oarsman Capital sold out of iShares Select Dividend ETF (DVY) in Q1 2025, closing a stake of 100 shares — an estimated $13.1K sold.

Oarsman Capital first reported a position in DVY in Q3 2024 and held it in 2 quarters. The position peaked at $13.5K in Q3 2024. 1,313 funds tracked by Wall St. Rank hold DVY as of Q1 2025.

Oarsman Capital reported no remaining iShares Select Dividend ETF position as of Q1 2025 after selling out during the quarter.
Oarsman Capital sold 100 iShares Select Dividend ETF shares in Q1 2025, an estimated $13.1K.
Oarsman Capital first reported a position in iShares Select Dividend ETF in Q3 2024 and held it in 2 quarters.
Oarsman Capital's iShares Select Dividend ETF position peaked at $13.5K in Q3 2024.
1,313 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.